Top financial advisors in Des Plaines, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Des Plaines, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how local tax nuances affect your overall financial plan.
- Retirement income planning. Confirm how they factor in Illinois' lack of state tax on retirement income alongside property tax impacts.
- Property tax strategies. Ask about approaches to manage or mitigate high local property taxes within your budget.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these influence your investment and withdrawal choices.
- Holistic cash flow management. Check if they integrate property tax obligations into your broader retirement spending plan rather than treating it separately.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Candace V
CFA®, Series 63
Des Plaines, IL
William Blair
Candace Vondra's 23 years of experience and CFA® designation equip her to navigate Illinois' unique tax landscape, including retirement income planning and property tax considerations. At William Blair, she leverages a large firm's active, research-driven investment approach and access to private funds, offering tailored wealth management services that may differ from smaller firms or less specialized advisors in Des Plaines.
Experience: 24 years
Avg account: $1,492,448
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Nancy M
Series 66
Schaumburg, IL
Fidelity
Nancy Morales Calara offers expertise in general retirement planning and wealth management, supported by six years of industry experience and a Series 66 designation. Working at Fidelity, a large firm, she brings a client-focused approach that emphasizes understanding unique financial situations, which may help address the complexities of Illinois' tax environment and property tax challenges in Des Plaines.
Experience: 6 years
Avg account: $234,793
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Nancy S
Series 63, Series 65
Des Plaines, IL
UBS Financial Services
Nancy Szymula's 39 years of experience and focus on general retirement planning and cash flow budgeting make her well-equipped to address retirement income and property tax challenges in Des Plaines, IL. Working with UBS Financial Services, a large firm offering proprietary research and model-based asset allocations, she serves high-net-worth clients including executives and business owners, providing tailored strategies that integrate local tax considerations into comprehensive financial plans.
Experience: 40 years
Avg account: $693,691
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Krzysztof G
CFP®, Series 66
Des Plaines, IL
Prosperifi LLC
Krzysztof Garlewicz offers retirement income planning in Des Plaines, IL, with expertise in real estate investing and annuities, which can help address high local property taxes. As a CFP® with 18 years of experience, he provides flat-fee financial planning and pension consulting through Prosperifi LLC, serving high-net-worth clients with discretionary portfolio management and alternative investment strategies.
Experience: 18 years
Avg account: $839,360
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Michal W
Series 66, Series 63
Des Plaines, IL
J.P. Morgan Securities
Michal Walaszek at J.P. Morgan Securities in Des Plaines, IL, offers wealth management services with six years of experience and holds Series 63 and 66 licenses. His firm’s large institutional consulting capabilities and a 0.30% annual AUM fee provide a structured approach that may help address local tax nuances and retirement income planning compared to smaller firms or different fee models.
Experience: 6 years
Avg account: $318,381
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